Jason BrownCRD Number: 6114402
Current Firm: Capital Guardian Wealth Management, LLC
Jason Brown (CRD# 6114402) is an Investment Advisor Representative working at Capital Guardian Wealth Management, LLC in Charlotte, NC and has over 5 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Capital Guardian, LLC||Charlotte, NC||May 2012 - Current||5|
|Dell Sports Inc.||Huntersville, NC||Jul 2010 - May 2012||1|
|State Farm||Charlotte, NC||Aug 2009 - Jul 2010||< 1|
|Omega Sports||Huntersville, NC||Feb 2006 - Aug 2009||3|
|Uncc||Charlotte, NC||Jan 2006 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management593MILLIONS
Total Number of Accounts2,500ACCOUNTS
Average Account Value$237,301
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, FL, GA, LA, MA, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WV